Aditya Birla SL Equity Fund (Equity, Multi Cap)

Moderately High
21 yrs 3 monthsStarted on:27 Aug 1998
₹ 11593.88 Cras on: 20 Nov 2019
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings.

Exit Load

Scheme Documents

Similar Funds
Franklin India Equity Advantage Fund
Current NAV 80.53
Return (CAGR) 17.02%
Value Research NA
Motilal Oswal Multicap 35 Fund
Current NAV 26.89
Return (CAGR) 19.45%
Value Research
Axis Focused 25 Fund
Current NAV 30.3
Return (CAGR) 16.17%
Value Research
SBI Focused Equity Fund
Current NAV 152.58
Return (CAGR) 19.75%
Value Research
DSP Equity Fund
Current NAV 42.26
Return (CAGR) 19.35%
Value Research NA
ICICI Pru Multicap Fund
Current NAV 294.78
Return (CAGR) 14.40%
Value Research
Principal Multicap Fund
Current NAV 142.15
Return (CAGR) 14.92%
Value Research
UTI CCF Investment Plan Fund
Current NAV 37.85
Return (CAGR) 8.81%
Value Research
IDFC Multi Cap Fund
Current NAV 94.74
Return (CAGR) 17.22%
Value Research
HDFC Equity Fund
Current NAV 672.12
Return (CAGR) 18.41%
Value Research
Nippon India multi cap fund
Current NAV 96.88
Return (CAGR) 16.76%
Value Research
Baroda Pioneer Multi Cap Fund
Current NAV 99.52
Return (CAGR) 15.24%
Value Research


TenureReturns (CAGR)
1 Month4.55
3 Month10.95
1 YR9.37
2 YR2.95
3 YR11.30

SIP Returns

TenureReturns (CAGR)
1 YR12.53
2 YR6.02
3 YR6.52
5 YR9.7
10 YR13.83


Company Name% Assets
ICICI Bank Ltd.10.1
HDFC Bank Ltd.9.4
Infosys Ltd.4.16
Dr. Reddy's Laboratories Ltd.3.89
Sun Pharmaceutical Inds. Ltd.3.36
Larsen & Toubro Ltd.3.24
Bajaj Finance Ltd.3.1
Tata Chemicals Ltd.3.06
ITC Ltd.2.92
State Bank of India2.79

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio33
Standard Deviation13.4%
Sharpe Ratio0.16

Anil Shah

Mr.Shah is a, CA and a cost accountant
Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years.

Other Funds Managed by Anil Shah